Marck Zuehlsdorff is a registered investment advisor at LPL Financial LLC, based in Napa, CA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
830 School St. Suite 6, Napa, CA, 94559
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Regulatory History (1)
Criminal
April 1996Other Business Activities
Marck provides investment advisory services through AllPoint Financial Group, LLC, an independent investment advisor firm, starting in May 2023. This activity takes about 10-20% of Marck's time.
Employment History
Current Registrations
LPL Financial LLC
Allpoint Financial Group
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.